Financial Management Consulting

THE ALLIANCE GROUP LLC

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Discover Our Expertise

TAG was formed by Gerald Tischfeld in 1995, a pioneer in providing financial management services to organizations serving individuals with disabilities since the 1970s. We exist to solve the critical issues facing our clients, both large and small. Our unique approach is not only what differentiates us, but also what makes us successful. We provide a broad range of services and solutions to help special education and health care organizations facilitate change, achieve their vision and optimize performance and productivity.

STRATEGIC PLANNING

With years of experience, our staff has the capabilities and expertise to meet your mission and develop your vision. At TAG, we combine our insights and skills to transform your processes and strategies, and in turn, your organization. We’re proud to help shape and improve how our clients structure and manage their programs.

Our Strategic Planning Line assists organizations in designing appropriate services that best satisfy the needs of their stakeholders. We provide a wide range of services that meet this objective including:

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Strategic Plans

Marketing Plans & Analyses

Joint Venture & Strategic Alliance Planning

Program Approval/Modification Applications Preparation

RATE REIMBURSEMENT & MANAGEMENT

TAG has established a formidable professional reputation as an expert in this area.

Our Rate Reimbursement & Management Line includes:

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Reimbursement Rate Consulting with a concentration on revenue utilization and preservation

Development of Indirect Cost Rates and Related Budgets

Allocation Studies

Preparation and Analysis of Consolidated Fiscal Reports (CFR’s)

Rate Management Support Throughout The Office of the State Comptroller Audit

Job Description Preparation & Review

Analysis and Application of the Reimbursable Cost Manual for Programs Receiving Funding Under Article 81 and/or Article 89 of the Education Law to Educate Students with Disabilities and the New York State Consolidated Fiscal Reporting and Claiming Manual

Service Delivery Procedures Review

Analysis and Preparation of Waivers

Management Services Organization Structure

Caseloads Analysis: comparison to industry norms, establishment of benchmarks and design and implementation of systems

FINANCIAL MANAGEMENT

TAG assists organizations in obtaining the appropriate capital resources to fund their operating, investing and debt service requirements. The products and services designed to meet these needs include:

Reimbursement Impact Studies

Financial Feasibility Studies

Budgeting & Cost Accounting Packages

Financial Projections

Debt, Equity, & Fundraising Negotiation Assistance

OPERATIONS &AMP; SYSTEMS DEVELOPMENT

Our Operations & Systems Development Line assists organizations in streamlining their administrative, logistical and information systems to provide maximum service levels at minimum costs. The services designed to meet these needs include: